+54.9%
JHX vs NVMI
-14.5%
+69.5%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -5.1% | +2.2% | -1.7% |
| 7D | +6.4% | -16.2% | +22.6% | +11.0% |
| 30D | +12.3% | -28.9% | +41.2% | +22.1% |
| 3M | +1.1% | -30.3% | +31.4% | +10.1% |
| 6M | +42.2% | -45.6% | +87.9% | +61.7% |
| YTD | +38.1% | -14.6% | +52.8% | +40.0% |
| 1Y | +54.9% | -18.1% | +73.0% | +58.9% |
| All | +54.9% | -14.5% | +69.5% | +58.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded NVMI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling